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Tax & Wealth Advisor Newsletter for December 2017
Tax & Wealth Advisor Newsletter for November 2017
Tax & Wealth Advisor Newsletter for October 2017
Tax & Wealth Advisor Newsletter for September 2017
Tax & Wealth Advisor Newsletter for August 2017

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Tax & Wealth Advisor Newsletter for December 2017

Here are your Articles for December 2017.

  Timely Opportunities
Educate employees on required minimum distribution rules
Businesses with employees headed for retirement can provide a helpful service by educating these workers on rules regarding required minimum distributions (RMDs). If violated, these rules could trigger hefty penalties. This article explains RMD requirements for IRAs and 401(k)s. A sidebar looks at other RMD issues, such as beneficiary spouses and form of distribution.

Tax & Wealth Advisor Newsletter for November 2017

Here are your Articles for November 14, 2017.
  Timely Opportunities
Handle with care: Mutual funds and taxes
Many people overlook tax considerations when planning their mutual fund investments. This article offers some tax-savvy tips, including avoiding year-end investments and watching out for reinvested distributions. A sidebar explains why tax-inefficient funds should be directed to nontaxable accounts.


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Tax & Wealth Advisor Newsletter for October 2017

Here are your Articles for October 10, 2017.
  Timely Opportunities
How to steer clear of tax issues related to shareholder loans
Owners occasionally borrow funds from their businesses. This article explains how to treat these transactions as bona fide loans and charge an "adequate" rate of interest. A sidebar lists important tax dates for fourth quarter 2017.


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Tax & Wealth Advisor Newsletter for September 2017

Here are your Articles for September 12, 2017.
  Timely Opportunities
5 keys to disaster planning for individuals
Disaster planning is usually associated with businesses. But individuals need to be prepared, too. This brief article covers five keys to such planning — insurance, asset documentation, document storage, cash and an emergency plan.


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Tax & Wealth Advisor Newsletter for August 2017

Here are your Articles for August 8, 2017.
  Timely Opportunities
Should you convert from a C corporation to an S corporation?
Many private business owners elect to incorporate, turning their companies into C corporations. But, at some point, they may consider converting their businesses into S corporations. This article reviews some of the important considerations associated with this decision. A sidebar looks at the requirements for converting to S status in the first place.


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Tax & Wealth Advisor Newsletter for July 2017

Here are your Articles for July 11, 2017.
  Timely Opportunities
Why you should (or shouldn't) pursue an acquisition
M&A activity tends to wax and wane. Nonetheless, billions of dollars continue to change hands annually, and an acquisition can be a great way to grow a business. So owners should be prepared if one of these deals comes their way. This article explores some pros and cons to consider.


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Tax & Wealth Advisor Newsletter for June 2017

Here are your Articles for June 13, 2017.
  Timely Opportunities
In down years, NOL rules can offer tax relief
A net operating loss (NOL) occurs when a business's operating expenses and other deductions for a particular year exceed its income. Companies (or owners) may be able to snatch tax relief from this revenue defeat. This article describes the NOL rules and some strategies for navigating them. A sidebar looks at how NOLs work in relation to the alternative minimum tax.


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Tax & Wealth Advisor Newsletter for May 2017

Here are your Articles for May 9, 2017.
  Timely Opportunities
Could a cost segregation study save your company taxes?
Businesses that have acquired, constructed or substantially improved a building recently should consider a cost segregation study to accelerate depreciation deductions, reduce taxes and boost cash flow. This article explains how. A sidebar points out that a "look-back" study can review many previous years of tax filings for missed deductions.


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Tax News for April 2017

Here are your Articles for April 11, 2017.
  Timely Opportunities

Many savvy businesses establish buy-sell agreements in case a co-owner voluntarily or involuntarily leaves. But it's not enough to draft such an agreement; the document must be periodically reviewed and perhaps updated. This article examines key aspects to re-evaluate — including triggering events, structure and funding sources.


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Tax News for March 2017

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Here are your Articles for March 14, 2017.
  Timely Opportunities
Got nexus? Find out before operating in multiple states
The term "nexus" refers to a business presence in a given state that's substantial enough to trigger the state's tax rules and obligations.
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